Wealth PlanningDream Big

At CBC Federal Credit Union, we recognize you have both short-term and long-term financial goals. That’s why we’ve partnered with CuVantis Wealth Planning, LLC, a California Registered Investment Advisor to help you create a plan to achieve your goals. Whether you’re just getting started or you’ve built a lifetime of wealth, the Financial Advisors of CuVantis Wealth Planning can help you plan for:

Retirement – now, soon, or somewhere down the road.

Investments

IRA’s

College Education Funding

A New – or Vacation – Home

Estate Planning

Best of all, the Financial Advisors of CuVantis Wealth Planning are entirely non-commission. Our focus is to help you develop a plan and implement portfolio strategies that give you the best chance of success.

Non-deposit investment advisory products and services are offered through CuVantis Wealth Planning, LLC, (“CuVantis”), a California Registered Investment Advisor. Credit Unions have contracted with CuVantis to make non-deposit investment advisory products and services available to credit union members. Investments offered through CuVantis are not federally insured, are not guarantees or obligations of the credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered as Investment Adviser Representatives of CuVantis. Advisory services are only offered to clients or prospective clients where CuVantis and its representatives are properly licensed or exempt from licensure.

For a complete description of investment risks, fees and services, please review the CuVantis firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting CuVantis at info@cuvantis.com or (619) 535-7680. Additional information about CuVantis is also available on the SEC’s website at www.adviserinfo.sec.gov.